CV
CRM icon

Counterweight Ventures’s Salesforce CRM Stock Holding History

Counterweight Ventures’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-818
Closed -$217K – 83
2025
Q4 		$217K Sell
818
-62
-7% -$15.4K 0.12% 78
2025
Q3 		$209K Hold
880
– – 0.12% 78
2025
Q2 		$240K Sell
880
-98
-10% -$26.2K 0.16% 67
2025
Q1 		$262K Sell
978
-15
-2% -$4.67K 0.19% 66
2024
Q4 		$332K Hold
993
– – 0.23% 58
2024
Q3 		$272K Sell
993
-7
-0.7% -$1.79K 0.19% 64
2024
Q2 		$257K Sell
1,000
-15
-1% -$4.01K 0.19% 58
2024
Q1 		$306K Sell
1,015
-61
-6% -$17.6K 0.25% 56
2023
Q4 		$283K Buy
+1,076
New +$244K 0.26% 56

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Counterweight Ventures's CRM Position: Q1 2026 in Review

Counterweight Ventures sold out of Salesforce (CRM) in Q1 2026, closing a stake of 818 shares — an estimated $217K sold.

Counterweight Ventures first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $332K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Counterweight Ventures reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Counterweight Ventures sold 818 Salesforce shares in Q1 2026, an estimated $217K.
  • Counterweight Ventures first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Counterweight Ventures's Salesforce position peaked at $332K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Counterweight Ventures's 13F filing for Q1 2026, filed 27 Apr 2026.